Pathway Financial Education

Estate Planning: Learn the Basics & Meet With an Attorney
2026-08-12 18:00 - 19:30 (America/Chicago) | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Planning for the future can feel intimidating, but having the right documents in place is one of the most important ways to protect your loved ones. This workshop will help you understand what estate planning actually involves, why it matters, and how to make decisions that reflect your wishes and values. You’ll learn the basics in a way that feels clear, approachable, and rooted in real-life situations.
We’ll walk through the key pieces of an estate plan, like wills, medical directives, trusts, and strategies for simplifying how your assets are passed on. You’ll learn how each document works, when it’s needed, and how it helps support the people you care about.

FREE 1-Hour Consultation with an Attorney and Power of Attorney Document
Everyone who attends the workshop (in-person or on Zoom) will also receive a free 1-hour consultation with an attorney from Creative Planning, including the full execution of a Power of Attorney document! This service typically costs between $400 and $750, but it’s provided at NO COST to workshop attendees! This benefit is only available to attendees, not just registrants, to ensure the consultation builds directly on what you learn in the session.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
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Understanding the Homebuying Process
2026-10-14 18:00 - 19:30
Buying a home is a big step, and it can feel confusing or overwhelming if you’re trying to figure it out on your own. This workshop breaks the process down into simple, practical steps so you can understand what’s involved, what you need to prepare, and how to decide what you can realistically afford. You’ll learn what to expect long before you start touring homes, helping you approach the journey with clarity and confidence.
From getting financially ready and reviewing your credit to understanding mortgages, down payments, loan types, and interest rates, we’ll walk through the key stages of buying a home. You’ll also learn how lenders determine what you qualify for, what the debt-to-income ratio means, and how things like taxes, insurance, HOA fees, and ongoing maintenance costs factor into your budget. You’ll also explore what it looks like to shop for a home, build a strong homebuying team, make an offer, navigate inspections, and understand closing documents.
This workshop is designed to make homebuying feel less intimidating and far more achievable. You’ll walk away with practical knowledge, better questions to ask, and a stronger sense of what’s right for your financial situation and long-term goals.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

Planificación patrimonial
2026-11-11 18:00 - 19:30
Planificar para el futuro puede sentirse abrumador, pero contar con los documentos adecuados es una de las formas más importantes de proteger a tus seres queridos. Este taller te ayudará a entender en qué consiste realmente la planificación patrimonial, por qué es importante y cómo tomar decisiones que reflejen tus deseos y valores. Aprenderás lo básico de una manera clara, accesible y basada en situaciones de la vida real.
Revisaremos las partes fundamentales de un plan patrimonial, como los testamentos, las directrices médicas, los fideicomisos y las estrategias para simplificar cómo se transfieren tus bienes. Aprenderás cómo funciona cada documento, cuándo se necesita y de qué manera ayuda a apoyar a las personas que más te importan.

Consulta GRATUITA de 1 hora con un abogado y documento de Poder Notarial
¡Todas las personas que asistan al taller (en persona o por Zoom) también recibirán una consulta gratuita de 1 hora con un abogado de Creative Planning, que incluye la preparación completa de un documento de Poder Notarial! Este servicio normalmente cuesta entre $400 y $750, pero se ofrece SIN COSTO para quienes asistan al taller. Este beneficio está disponible únicamente para quienes asistan, no solo para quienes se registren, para asegurar que la consulta se base directamente en lo que aprendas durante la sesión.

Formato híbrido
Este taller se ofrece en un formato híbrido, así que puedes acompañarnos en persona en nuestro salón de clases en nuestra oficina en el distrito de 18th and Vine o conectarte en línea por Zoom, según lo que sea más conveniente para ti.
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